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Homebuilders

Homebuilders buy land, build houses, and sell them, which makes land bought years earlier the main driver of margin. Volumes follow mortgage rates with a lag.

45 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1651	RF Rossby Financial Melbourne, Florida	$650K	-$362K	9	0.12%	Reduced
1652	UCB United Community Bank Greenville, South Carolina	$649K	-$3.07K	2	0.2%	Reduced
1653	TGAM TBH Global Asset Management Brentwood, Tennessee	$648K	$0	1	0.12%	Maintained
1654	Banque Transatlantique Paris, France	$647K	+$148K	3	0.01%	Increased
1655	CI Cigna Investments Bloomfield, Connecticut	$647K	-$11.2K	2	0.08%	Reduced
1656	AF Aldebaran Financial	$647K	-$3.64K	1	0.53%	Reduced
1657	Zevenbergen Capital Investments Edmonds, Washington	$647K	$0	2	0.01%	Maintained
1658	Bartlett & Co Wealth Management Cincinnati, Ohio	$643K	+$172K	9	0.01%	Increased
1659	HBT Heartland Bank & Trust Bloomington, Illinois	$640K	-$3.28K	1	0.13%	Reduced
1660	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$640K	+$42.8K	1	0.11%	Increased
1661	SRL Scientech Research LLC Jersey City, New Jersey	$636K	+$208K	1	0.52%	Increased
1662	UWS Unique Wealth Strategies Burr Ridge, Illinois	$633K	+$16K	1	0.23%	Increased
1663	FFO Fortitude Family Office Scottsdale, Arizona	$633K	+$107K	22	0.12%	Increased
1664	CA Callahan Advisors Houston, Texas	$632K	-$78.4K	1	0.05%	Reduced
1665	Spire Wealth Management Mclean, Virginia	$629K	-$105K	6	0.02%	Reduced
1666	GCA Greenwood Capital Associates Greenwood, South Carolina	$628K	+$2.86K	1	0.06%	Increased
1667	KFA Kelleher Financial Advisors New York	$627K	+$321K	7	0.09%	Increased
1668	PWS Peterson Wealth Services South Ogden, Utah	$625K	+$5.54K	4	0.14%	Increased
1669	SFG Sovereign Financial Group Stamford, Connecticut	$623K	+$4.13K	1	0.1%	Increased
1670	KP Keel Point Huntsville, Alabama	$618K	+$260K	1	0.04%	Increased
1671	TWD True Wealth Design Akron, Ohio	$615K	+$180K	20	0.15%	Increased
1672	DKCM Davidson Kahn Capital Management Sherman Oaks, California	$613K	-$76.2K	1	0.26%	Reduced
1673	NMC Nine Masts Capital Central, Hong Kong	$604K	+$509K	1	0.06%	New
1674	Geneos Wealth Management Englewood, Colorado	$603K	+$7.42K	8	0.01%	Increased
1675	CL CIM LLC Albany, New York	$601K	+$268	1	0.08%	Increased